CPA Rigor | Intelligent Automation | Maximum Returns

Fractional CFO & CPA Consulting Services

Senior-level financial leadership and strategic advisory for those who need CFO-level expertise and CPA consulting services - without outrages fees or the cost of a full-time hire.

Priced as a monthly retainer based on scope and hours. Typically ranges from $2,500 to $6,000/month

Per engagement based on complexity. Typically ranges from $3,500 to $10,000.

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Incorporation & Structure Advisory

Strategic advice on optimal corporate structure design, including operating and holding company relationships, income splitting, and owner-manager compensation planning.

Fractional CFO & Business Advisory

Ongoing fractional CFO engagement on a part-time retainer or fixed cost basis, covering financial strategy, cash flow oversight, burn rate management, runway planning, Board/investor reporting, etc.

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Growth & Expansion Advisory

Strategic advisory on growth including market expansion, new market entry/revenue stream analysis, investments, outsourcing etc. AI-backed financial modelling for any major strategic decision.

Financial Modelling, Intelligence & Reporting

Custom financial models, dashboards and KPIs covering revenue forecasting, scenario planning, product and service pricing analysis, and profitability by business unit or revenue stream.

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Exit, Acquisition & Succession Planning

Financial and tax planning for founders considering a sale, acquisition, or succession transition, covering valuations, earn-out structure analyses, post-exit wealth planning, etc.

ICFR | Process Redesign | AI Implementation

Advisory on Internal Controls over Financial Reporting (ICFR), designing and helping to deploy fully automated business processes and AI tools, focusing on efficiency, scale and airtight internal controls.

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We also provide two specialized offerings:

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Technology Talent Outsourcing

Through our partnership with Lean Sourcing, we provide access to talent across all technology stacks, domains and roles - outsourcing engineers, data scientists, QA engineers, SW and solution architects, Agile coaches etc.